Other Expenses.1002
“Office Expenses $204”
990EZ • Fiscal year 2024 • EIN 20-1143084
Scores are not available for this record yet.
Assets
Up$219,354
Up $19,753 (+9.9%) from 2023
Net Assets
Up$219,354
Up $19,753 (+9.9%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Revenue
Up$194,978
Up $39,512 (+25%) from 2023
Expenses
Up$175,225
Up $49,459 (+39%) from 2023
Net Income
Down$19,753
Down $9,947 (-33%) from 2023
To support the enrichment programs of Roosevelt Elementary School, including music, art, physical education, and technology.
| Description | Grants | Expenses |
|---|---|---|
| OTHER PROGRAM & CLASSROOM SUPPORT | - | $84,756 |
| SPECIALIST TEACHERS - PHYSICAL EDUCATION, COMPUTER AND ART INSTRUCTION | - | $66,258 |
| TEACHER ACCOUNTS | - | $18,895 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DAVE BALL | Treasurer | - | $0 | - | - |
| KATIE LOSTER | President | - | $0 | - | - |
| JAMIE CERVANTES | Secretary | - | $0 | - | - |
“Office Expenses $204”
“Insurance $829”
“Program and activities expense $37633”
“Self funded program expenses $24387”
“TEACHER SUPPLIES $18895”
“SCHOOL EVENTS $10666”
“CIMI EXPENSES $4745”
“Art/music/pe expenses $4000”
“Restricted fund programs $3318”
“Merchant service fees $2617”
“MISCELLANEOUS $1206”
“SPECIAL EDUCATION $1048”
“Principals dicretionary fund $745”
“READING PROGRAMS $645”
“BOARD MEETINGS $257”
“TAXES & LICENSES $75”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DAVE BALL |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8056373762 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1990 LAGUNA ST |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SANTA BARBARA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 93101 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 199601 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 219354 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 65891 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 19753 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 63955 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 199601 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 219354 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 194978 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 450 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 199601 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 219354 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 199601 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 219354 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DAVE BALL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KATIE LOSTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JAMIE CERVANTES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 111270 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To support the enrichment programs of Roosevelt Elementary School, including music, art, physical education, and technology. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 128637 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SPECIALIST TEACHERS - PHYSICAL EDUCATION, COMPUTER AND ART INSTRUCTION |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | OTHER PROGRAM & CLASSROOM SUPPORT |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | TEACHER ACCOUNTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 66258 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 84756 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 18895 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 175225 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 169909 |
| IRS990EZ/TotalRevenueAmt | 0 | 194978 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 65891 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 61653 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 59706 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 9987 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 83983 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 281220 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 450 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 423 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 719 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 10081 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 35 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 11708 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 128637 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 93390 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 25597 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 15641 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 27671 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 290936 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 450 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 423 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 719 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 10081 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 35 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 11708 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.02010 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.01850 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.97990 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.98150 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 572156 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 194528 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 155043 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 85303 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 25628 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 111654 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 572156 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 194978 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 155466 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 86022 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 35709 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 111689 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 583864 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Office Expenses $204 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Insurance $829 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PROGRAM AND ACTIVITIES EXPENSE $37633 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | SELF FUNDED PROGRAM EXPENSES $24387 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | TEACHER SUPPLIES $18895 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | SCHOOL EVENTS $10666 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | CIMI EXPENSES $4745 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | ART/MUSIC/PE EXPENSES $4000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | RESTRICTED FUND PROGRAMS $3318 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | MERCHANT SERVICE FEES $2617 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | MISCELLANEOUS $1206 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | SPECIAL EDUCATION $1048 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | PRINCIPALS DICRETIONARY FUND $745 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | READING PROGRAMS $645 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | BOARD MEETINGS $257 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | TAXES & LICENSES $75 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Expenses.11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Other Expenses.12 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Other Expenses.13 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Other Expenses.14 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAVE BALL |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-07-18 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROOSEVELT ELEMENTARY EDUCATIONAL |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROOS |
| ReturnHeader/Filer/EIN | 0 | 201143084 |
| ReturnHeader/Filer/PhoneNum | 0 | 8055632062 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1990 LAGUNA ST |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SANTA BARBARA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 93101 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 760723336 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Nicholson & Schwartz |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 111 E De La Guerra St |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Santa Barbara |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93101 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8059699662 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CAROLA NICHOLSON |
| ReturnHeader/ReturnTs | 0 | 2024-11-06T13:01:54-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
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Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.